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📱 Marketing Agencies
See which clients and campaigns actually make you money
Digital Agencies, Creative Studios, PR Firms, Media Buyers. AI-powered bookkeeping and financial services built specifically for your industry.
✓ Industry-specific expertise · ✓ Custom chart of accounts · ✓ AI + human accuracy
$2,500
avg annual savings
95+
agency clients
Per-client
profitability reports
Real-time
retainer burn tracking
Marketing Agencies Challenges We Solve
We understand your unique pain points
No idea which clients are profitable
Track all costs (internal hours, contractors, tools, overhead) per client — see real margins.
Retainer over-servicing
Monitor hours burned vs. retainer value in real-time — alert before you exceed scope.
Contractor payment chaos
Manage invoices from dozens of freelancers with automated processing and year-end 1099s.
Revenue concentration risk
Track revenue concentration per client and plan for diversification.
What We Handle
Specialized services for dentists & orthodontists
How It Works
From onboarding to ongoing insights
🔗
01
Connect
Link your bank accounts, software, and POS systems.
🤖
02
Configure
We set up industry-specific chart of accounts and automation rules.
📊
03
Deliver
Monthly books, reports, and industry-specific KPIs by the 15th
💡
04
Advise
Actionable insights and benchmarks to improve your margins.
Generic Bookkeeper
Doesn’t understand your business
Finneste for Home Services
Built for your industry
Testimonials
Trusted by thousands
“Finneste gave me back my weekends! Everything’s handled smoothly.”
JL
Jason L.Owner
Saved $2.1K/yr
“Secure, reliable, super convenient. Real-time alerts for everything.”
MT
Maria T.Owner
Saved $1.8K/yr
“Best decision for my growing business. Streamlined everything.”
BK
Brain K.E-commerce.
Saved $3.2K/yr
FAQ
Marketing Agencies bookkeeping questions
Can you show per-client profitability?
Yes. Revenue, internal labor costs, contractor costs, and allocated overhead per client — with margin percentages and trend analysis.
How do you track retainer burn?
We monitor hours and costs against retainer values in real-time. You get alerts when burn rate exceeds a threshold you set.
Do you handle contractor payments?
Full AP management for freelancers — invoice processing, payment scheduling, and 1099 prep for all contractors.
Can you help with pricing decisions?
Our profitability data shows which service types and client sizes are most profitable — informing your pricing strategy.
